OC

Oarsman Capital Portfolio holdings

AUM $713M
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.5M
3
+$3.15M
4
AAPL icon
Apple
AAPL
+$2.43M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.28M

Top Sells

1
+$1.31M
2
+$631K
3
+$418K
4
C icon
Citigroup
C
+$343K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$330K

Sector Composition

1 Technology 15.83%
2 Healthcare 13.32%
3 Financials 7.65%
4 Communication Services 6.92%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$691K 0.34%
10,713
+936
77
$682K 0.34%
4,168
-151
78
$654K 0.32%
43,956
+10,112
79
$639K 0.32%
51,720
+8,820
80
$630K 0.31%
15,771
+6,141
81
$610K 0.3%
+21,152
82
$603K 0.3%
109,224
+21,899
83
$590K 0.29%
8,050
+4,370
84
$583K 0.29%
1,890
-75
85
$578K 0.29%
+2,546
86
$571K 0.28%
+8,261
87
$544K 0.27%
4,874
+780
88
$542K 0.27%
+8,672
89
$517K 0.26%
+45,634
90
$516K 0.26%
33,262
+12,607
91
$501K 0.25%
4,073
-100
92
$496K 0.25%
+14,610
93
$491K 0.24%
+17,452
94
$470K 0.23%
+17,585
95
$465K 0.23%
+3,110
96
$442K 0.22%
11,168
+153
97
$436K 0.22%
+5,016
98
$434K 0.21%
+20,252
99
$432K 0.21%
+25,038
100
$430K 0.21%
+7,059
2 3
4
5 6